LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Freeport-McMoran FCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$352	–	541
2025 Q1	$352	Hold	10	–	–	﹤0.01%	552
2024 Q4	$367	Hold	10	–	–	﹤0.01%	551
2024 Q3	$468	Buy	+10	New	+$468	﹤0.01%	563
2020 Q2	–	Sell	-30	Closed	–	–	604
2020 Q1	$0	Buy	+30	New	–	﹤0.01%	669
2019 Q2	–	Sell	-1,800	Closed	-$23K	–	721
2019 Q1	$23K	Hold	1,800	–	–	﹤0.01%	505
2018 Q4	$19K	Hold	1,800	–	–	﹤0.01%	526
2018 Q3	$25K	Hold	1,800	–	–	﹤0.01%	479
2018 Q2	$31K	Hold	1,800	–	–	﹤0.01%	469
2018 Q1	$32K	Hold	1,800	–	–	﹤0.01%	486
2017 Q4	$34K	Hold	1,800	–	–	﹤0.01%	473
2017 Q3	$25K	Hold	1,800	–	–	﹤0.01%	482
2017 Q2	$26K	Hold	1,800	–	–	﹤0.01%	470
2017 Q1	$24K	Hold	1,800	–	–	﹤0.01%	478
2016 Q4	$24K	Hold	1,800	–	–	﹤0.01%	452
2016 Q3	$20K	Hold	1,800	–	–	﹤0.01%	476
2016 Q2	$20K	Hold	1,800	–	–	﹤0.01%	482
2016 Q1	$19K	Hold	1,800	–	–	﹤0.01%	483
2015 Q4	$12K	Hold	1,800	–	–	﹤0.01%	554
2015 Q3	$34K	Hold	1,800	–	–	﹤0.01%	454
2015 Q2	$34K	Hold	1,800	–	–	﹤0.01%	454
2015 Q1	$34K	Hold	1,800	–	–	﹤0.01%	471
2014 Q4	$42K	Hold	1,800	–	–	﹤0.01%	444
2014 Q3	$59K	Hold	1,800	–	–	﹤0.01%	392
2014 Q2	$66K	Hold	1,800	–	–	﹤0.01%	405
2014 Q1	$60K	Hold	1,800	–	–	﹤0.01%	397
2013 Q4	$68K	Hold	1,800	–	–	﹤0.01%	368
2013 Q3	$60K	Hold	1,800	–	–	﹤0.01%	358
2013 Q2	$50K	Buy	+1,800	New	+$50K	﹤0.01%	386